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Vanguard Mid-Cap Value ETF
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Overview Fund Activity

1,096 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 428 increasing their positions, 296 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+71
Holders Change %
+6.93%
% of All Funds
14.59%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.76%
New
150
Increased
428
Reduced
296
Closed
53
Calls
$4.06M
Puts
$259K
Net Calls
+$3.8M
Net Calls Change
-$625K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$58.2M
2
EWA
EP Wealth Advisors
California
+$56.5M
3
AssetMark Inc
AssetMark Inc
California
+$44.8M
4
SFA
Sequoia Financial Advisors
Ohio
+$27.3M
5
CJH
Christopher J. Hasenberg
Wisconsin
+$23.8M

Top Sellers

1
MD
Money Design
Japan
-$95.1M
2
LNC
Lincoln National Corp
Pennsylvania
-$44.9M
3
Betterment LLC
Betterment LLC
New York
-$27.8M
4
PLFA
Pacific Life Fund Advisors
California
-$20M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
476
Hexagon Capital Partners
Arkansas
$937K -$49.2K -304 -5%
RWP
477
RWA Wealth Partners
Massachusetts
$935K +$43K +266 +5%
SLT
478
St Louis Trust
Missouri
$929K – – –
RWM
479
Ritholtz Wealth Management
New York
$929K +$3.88K +24 +0.4%
NLP
480
Next Level Private
New York
$926K +$3.4K +21 +0.4%
PA
481
Prossimo Advisors
California
$922K -$14.7K -91 -2%
TNBTD
482
Trustmark National Bank Trust Department
Mississippi
$921K – – –
KFP
483
KMG Fiduciary Partners
Ohio
$919K -$42.1K -260 -4%
FFS
484
Founders Financial Securities
Maryland
$919K -$415K -2,568 -31%
SFC
485
Strategic Financial Concepts
Texas
$918K +$10K +62 +1%
IAA
486
Independent Advisor Alliance
North Carolina
$918K +$918K +5,673 New
AFG
487
Atomi Financial Group
New York
$914K +$914K +5,648 New
Franklin Resources
488
Franklin Resources
California
$912K -$20.2K -125 -2%
WF
489
Warner Financial
Maryland
$912K +$234K +1,447 +35%
TI
490
Truepoint Inc
Ohio
$911K -$77.8K -481 -8%
BFA
491
Buttonwood Financial Advisors
Maryland
$905K +$181K +1,116 +25%
C
492
Croban
Ohio
$897K +$897K +5,548 New
ORC
493
O'Rourke & Company
Massachusetts
$897K -$29.8K -184 -3%
AA
494
Ancora Advisors
Ohio
$896K +$41.9K +259 +5%
FNBT
495
FineMark National Bank & Trust
Florida
$892K +$180K +1,113 +25%
UFA
496
US Financial Advisors
Massachusetts
$891K +$6.8K +42 +0.8%
CW
497
CreativeOne Wealth
Kansas
$886K +$51K +315 +6%
NFW
498
Noble Family Wealth
Florida
$883K -$178K -1,106 -17%
HWA
499
Heartwood Wealth Advisors
Virginia
$876K – – –
GIA
500
GHP Investment Advisors
Colorado
$874K +$7.6K +47 +0.9%
18 19
20
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